Deploy Windows 10 in a test lab using Configuration Manager

Applies to

  • Windows 10

Important

This guide uses the proof of concept (PoC) environment, and some settings that are configured in the following guides:

Complete all steps in these guides before you start the procedures in this guide. If you want to skip the Windows 10 deployment procedures in the MDT guide, and move directly to this guide, at least install MDT and the Windows ADK before starting this guide. All steps in the first guide are required before attempting the procedures in this guide.

The PoC environment is a virtual network running on Hyper-V with three virtual machines (VMs):

  • DC1: A contoso.com domain controller, DNS server, and DHCP server.
  • SRV1: A dual-homed contoso.com domain member server, DNS server, and default gateway providing NAT service for the PoC network.
  • PC1: A contoso.com member computer running Windows 7, Windows 8, or Windows 8.1 that has been cloned from a physical computer on your network for testing purposes.

This guide uses the Hyper-V server role to perform procedures. If you don't complete all steps in a single session, consider using checkpoints and saved states to pause, resume, or restart your work.

Multiple features and services are installed on SRV1 in this guide. This configuration isn't a typical installation, and is only done to set up a lab environment with a bare minimum of resources. However, if less than 4 GB of RAM is allocated to SRV1 in the Hyper-V console, some procedures will be slow to complete. If resources are limited on the Hyper-V host, consider reducing RAM allocation on DC1 and PC1, and then increasing the RAM allocation on SRV1. You can adjust RAM allocation for a VM by right-clicking the VM in the Hyper-V Manager console, select Settings, select Memory, and modify the value next to Maximum RAM.

In this guide

This guide provides end-to-end instructions to install and configure Microsoft Endpoint Configuration Manager, and use it to deploy a Windows 10 image. Depending on the speed of your Hyper-V host, the procedures in this guide will require 6-10 hours to complete.

The procedures in this guide are summarized in the following table. An estimate of the time required to complete each procedure is also provided. Time required to complete procedures will vary depending on the resources available to the Hyper-V host and assigned to VMs, such as processor speed, memory allocation, disk speed, and network speed.

Procedure Description Time
Install prerequisites Install prerequisite Windows Server roles and features, download, install and configure SQL Server, configure firewall rules, and install the Windows ADK. 60 minutes
Install Microsoft Endpoint Configuration Manager Download Microsoft Endpoint Configuration Manager, configure prerequisites, and install the package. 45 minutes
Download MDOP and install DaRT Download the Microsoft Desktop Optimization Pack 2015 and install DaRT 10. 15 minutes
Prepare for Zero Touch installation Prerequisite procedures to support Zero Touch installation. 60 minutes
Create a boot image for Configuration Manager Use the MDT wizard to create the boot image in Configuration Manager. 20 minutes
Create a Windows 10 reference image This procedure can be skipped if it was done previously, otherwise instructions are provided to create a reference image. 0-60 minutes
Add a Windows 10 OS image Add a Windows 10 OS image and distribute it. 10 minutes
Create a task sequence Create a Configuration Manager task sequence with MDT integration using the MDT wizard 15 minutes
Finalize the OS configuration Enable monitoring, configure rules, and distribute content. 30 minutes
Deploy Windows 10 using PXE and Configuration Manager Deploy Windows 10 using Configuration Manager deployment packages and task sequences. 60 minutes
Replace a client with Windows 10 using Configuration Manager Replace a client computer with Windows 10 using Configuration Manager. 90 minutes
Refresh a client with Windows 10 using Configuration Manager Use a task sequence to refresh a client with Windows 10 using Configuration Manager and MDT 90 minutes

Install prerequisites

  1. Before installing Microsoft Endpoint Configuration Manager, we must install prerequisite services and features. Type the following command at an elevated Windows PowerShell prompt on SRV1:

    Install-WindowsFeature Web-Windows-Auth,Web-ISAPI-Ext,Web-Metabase,Web-WMI,BITS,RDC,NET-Framework-Features,Web-Asp-Net,Web-Asp-Net45,NET-HTTP-Activation,NET-Non-HTTP-Activ
    

    Note

    If the request to add features fails, retry the installation by typing the command again.

  2. Download SQL Server 2014 SP2 from the Microsoft Evaluation Center as an .ISO file on the Hyper-V host computer. Save the file to the C:\VHD directory.

  3. When you've downloaded the file SQLServer2014SP2-FullSlipstream-x64-ENU.iso and placed it in the C:\VHD directory, type the following command at an elevated Windows PowerShell prompt on the Hyper-V host:

    Set-VMDvdDrive -VMName SRV1 -Path c:\VHD\SQLServer2014SP2-FullSlipstream-x64-ENU.iso
    

    This command mounts the .ISO file to drive D on SRV1.

  4. Type the following command at an elevated Windows PowerShell prompt on SRV1 to install SQL Server:

    D:\setup.exe /q /ACTION=Install /ERRORREPORTING="False" /FEATURES=SQLENGINE,RS,IS,SSMS,TOOLS,ADV_SSMS,CONN /INSTANCENAME=MSSQLSERVER /INSTANCEDIR="C:\Program Files\Microsoft SQL Server" /SQLSVCACCOUNT="NT AUTHORITY\System" /SQLSYSADMINACCOUNTS="BUILTIN\ADMINISTRATORS" /SQLSVCSTARTUPTYPE=Automatic /AGTSVCACCOUNT="NT AUTHORITY\SYSTEM" /AGTSVCSTARTUPTYPE=Automatic /RSSVCACCOUNT="NT AUTHORITY\System" /RSSVCSTARTUPTYPE=Automatic /ISSVCACCOUNT="NT AUTHORITY\System" /ISSVCSTARTUPTYPE=Disabled /ASCOLLATION="Latin1_General_CI_AS" /SQLCOLLATION="SQL_Latin1_General_CP1_CI_AS" /TCPENABLED="1" /NPENABLED="1" /IAcceptSQLServerLicenseTerms
    

    Installation will take several minutes. When installation is complete, the following output will be displayed:

    Microsoft (R) SQL Server 2014 12.00.5000.00
    Copyright (c) Microsoft Corporation.  All rights reserved.
    
    Microsoft (R) .NET Framework CasPol 2.0.50727.7905
    Copyright (c) Microsoft Corporation.  All rights reserved.
    
    Success
    Microsoft (R) .NET Framework CasPol 2.0.50727.7905
    Copyright (c) Microsoft Corporation.  All rights reserved.
    
    Success
    One or more affected files have operations pending.
    You should restart your computer to complete this process.
    PS C:\>
    
  5. Type the following commands at an elevated Windows PowerShell prompt on SRV1:

    New-NetFirewallRule -DisplayName "SQL Server" -Direction Inbound -Protocol TCP -LocalPort 1433 -Action allow
    New-NetFirewallRule -DisplayName "SQL Admin Connection" -Direction Inbound -Protocol TCP -LocalPort 1434 -Action allow
    New-NetFirewallRule -DisplayName "SQL Database Management" -Direction Inbound -Protocol UDP -LocalPort 1434 -Action allow
    New-NetFirewallRule -DisplayName "SQL Service Broker" -Direction Inbound -Protocol TCP -LocalPort 4022 -Action allow
    New-NetFirewallRule -DisplayName "SQL Debugger/RPC" -Direction Inbound -Protocol TCP -LocalPort 135 -Action allow
    
  6. Download and install the latest Windows Assessment and Deployment Kit (ADK) on SRV1 using the default installation settings. The current version is the ADK for Windows 10, version 2004. Installation might require several minutes to acquire all components.

Install Microsoft Endpoint Configuration Manager

  1. On SRV1, temporarily disable IE Enhanced Security Configuration for Administrators by typing the following commands at an elevated Windows PowerShell prompt:

    $AdminKey = "HKLM:\SOFTWARE\Microsoft\Active Setup\Installed Components\{A509B1A7-37EF-4b3f-8CFC-4F3A74704073}"
    Set-ItemProperty -Path $AdminKey -Name "IsInstalled" -Value 0
    Stop-Process -Name Explorer
    
  2. Download Microsoft Endpoint Configuration Manager (current branch) and extract the contents on SRV1.

  3. Open the file, enter C:\configmgr for Unzip to folder, and select Unzip. The C:\configmgr directory will be automatically created. Select OK and then close the WinZip Self-Extractor dialog box when finished.

  4. Before starting the installation, verify that WMI is working on SRV1. See the following examples. Verify that Running is displayed under Status and True is displayed next to TcpTestSucceeded:

    Get-Service Winmgmt
    
    Status   Name               DisplayName
    ------   ----               -----------
    Running  Winmgmt            Windows Management Instrumentation
    
    Test-NetConnection -ComputerName 192.168.0.2 -Port 135 -InformationLevel Detailed
    
    ComputerName             : 192.168.0.2
    RemoteAddress            : 192.168.0.2
    RemotePort               : 135
    AllNameResolutionResults :
    MatchingIPsecRules       :
    NetworkIsolationContext  : Internet
    InterfaceAlias           : Ethernet
    SourceAddress            : 192.168.0.2
    NetRoute (NextHop)       : 0.0.0.0
    PingSucceeded            : True
    PingReplyDetails (RTT)   : 0 ms
    TcpTestSucceeded         : True
    

    You can also verify WMI using the WMI console by typing wmimgmt.msc, right-clicking WMI Control (Local) in the console tree, and then clicking Properties.

    If the WMI service isn't started, attempt to start it or reboot the computer. If WMI is running but errors are present, see WMIDiag for troubleshooting information.

  5. To extend the Active Directory schema, type the following command at an elevated Windows PowerShell prompt:

    cmd /c C:\configmgr\SMSSETUP\BIN\X64\extadsch.exe
    
  6. Temporarily switch to the DC1 VM, and type the following command at an elevated command prompt on DC1:

    adsiedit.msc
    
  7. Right-click ADSI Edit, select Connect to, select Default (Domain or server that you logged in to) under Computer and then select OK.

  8. Expand Default naming context>DC=contoso,DC=com, and then in the console tree right-click CN=System, point to New, and then select Object.

  9. Select container and then select Next.

  10. Next to Value, type System Management, select Next, and then select Finish.

  11. Right-click CN=system Management and then select Properties.

  12. On the Security tab, select Add, select Object Types, select Computers, and select OK.

  13. Under Enter the object names to select, type SRV1 and select OK.

  14. The SRV1 computer account will be highlighted, select Allow next to Full control.

  15. Select Advanced, select SRV1 (CONTOSO\SRV1$) and select Edit.

  16. Next to Applies to, choose This object and all descendant objects, and then select OK three times.

  17. Close the ADSI Edit console and switch back to SRV1.

  18. To start Configuration Manager installation, type the following command at an elevated Windows PowerShell prompt on SRV1:

    cmd /c C:\configmgr\SMSSETUP\BIN\X64\Setup.exe
    
  19. Provide the following information in the Configuration Manager Setup Wizard:

    • Before You Begin: Read the text and select Next.
    • Getting Started: Choose Install a Configuration Manager primary site and select the Use typical installation options for a stand-alone primary site checkbox.
      • Select Yes in response to the popup window.
    • Product Key: Choose Install the evaluation edition of this Product.
    • Microsoft Software License Terms: Read the terms and then select the I accept these license terms checkbox.
    • Prerequisite Licenses: Review license terms and select all three checkboxes on the page.
    • Prerequisite Downloads: Choose Download required files and enter c:\windows\temp next to Path.
    • Site and Installation Settings: Site code: PS1, Site name: Contoso.
      • use default settings for all other options
    • Usage Data: Read the text and select Next.
    • Service Connection Point Setup: Accept the default settings (SRV1.contoso.com is automatically added under Select a server to use).
    • Settings Summary: Review settings and select Next.
    • Prerequisite Check: No failures should be listed. Ignore any warnings and select Begin Install.

    Note

    There should be at most three warnings present: WSUS on site server, configuration for SQL Server memory usage, and SQL Server process memory allocation. These warnings can safely be ignored in this test environment.

    Depending on the speed of the Hyper-V host and resources allocated to SRV1, installation can require approximately one hour. Select Close when installation is complete.

  20. If desired, re-enable IE Enhanced Security Configuration at this time on SRV1:

    Set-ItemProperty -Path $AdminKey -Name "IsInstalled" -Value 1
    Stop-Process -Name Explorer
    

Download MDOP and install DaRT

Important

This step requires an MSDN subscription or volume licence agreement. For more information, see Ready for Windows 10: MDOP 2015 and more tools are now available. If your organization qualifies and does not already have an MSDN subscription, you can obtain a free MSDN subscription with BizSpark.

  1. Download the Microsoft Desktop Optimization Pack 2015 to the Hyper-V host using an MSDN subscription. Download the .ISO file (mu_microsoft_desktop_optimization_pack_2015_x86_x64_dvd_5975282.iso, 2.79 GB) to the C:\VHD directory on the Hyper-V host.

  2. Type the following command at an elevated Windows PowerShell prompt on the Hyper-V host to mount the MDOP file on SRV1:

    Set-VMDvdDrive -VMName SRV1 -Path c:\VHD\mu_microsoft_desktop_optimization_pack_2015_x86_x64_dvd_5975282.iso
    
  3. Type the following command at an elevated Windows PowerShell prompt on SRV1:

    cmd /c "D:\DaRT\DaRT 10\Installers\en-us\x64\MSDaRT100.msi"
    
  4. Install DaRT 10 using default settings.

  5. Type the following commands at an elevated Windows PowerShell prompt on SRV1:

    Copy-Item "C:\Program Files\Microsoft DaRT\v10\Toolsx64.cab" -Destination "C:\Program Files\Microsoft Deployment Toolkit\Templates\Distribution\Tools\x64"
    Copy-Item "C:\Program Files\Microsoft DaRT\v10\Toolsx86.cab" -Destination "C:\Program Files\Microsoft Deployment Toolkit\Templates\Distribution\Tools\x86"
    

Prepare for Zero Touch installation

This section contains several procedures to support Zero Touch installation with Microsoft Endpoint Configuration Manager.

Create a folder structure

  1. Type the following commands at a Windows PowerShell prompt on SRV1:

    New-Item -ItemType Directory -Path "C:\Sources\OSD\Boot"
    New-Item -ItemType Directory -Path "C:\Sources\OSD\OS"
    New-Item -ItemType Directory -Path "C:\Sources\OSD\Settings"
    New-Item -ItemType Directory -Path "C:\Sources\OSD\Branding"
    New-Item -ItemType Directory -Path "C:\Sources\OSD\MDT"
    New-Item -ItemType Directory -Path "C:\Logs"
    New-SmbShare -Name Sources$ -Path C:\Sources -ChangeAccess EVERYONE
    New-SmbShare -Name Logs$ -Path C:\Logs -ChangeAccess EVERYONE
    

Enable MDT ConfigMgr integration

  1. On SRV1, select Start, type configmgr, and then select Configure ConfigMgr Integration.
  2. Type PS1 as the Site code, and then select Next.
  3. Verify The process completed successfully is displayed, and then select Finish.

Configure client settings

  1. On SRV1, select Start, type configuration manager, right-click Configuration Manager Console, and then select Pin to Taskbar.
  2. Select Desktop, and then launch the Configuration Manager console from the taskbar.
  3. If the console notifies you that an update is available, select OK. It isn't necessary to install updates to complete this lab.
  4. In the console tree, open the Administration workspace (in the lower left corner) and select Client Settings.
  5. In the display pane, double-click Default Client Settings.
  6. Select Computer Agent, next to Organization name displayed in Software Center type Contoso, and then select OK.

Configure the network access account

  1. In the Administration workspace, expand Site Configuration and select Sites.
  2. On the Home ribbon at the top of the console window, select Configure Site Components and then select Software Distribution.
  3. On the Network Access Account tab, choose Specify the account that accesses network locations.
  4. Select the yellow starburst and then select New Account.
  5. Select Browse and then under Enter the object name to select, type CM_NAA and select OK.
  6. Next to Password and Confirm Password, type pass@word1, and then select OK twice.

Configure a boundary group

  1. In the Administration workspace, expand Hierarchy Configuration, right-click Boundaries and then select Create Boundary.
  2. Next to Description, type PS1, next to Type choose Active Directory Site, and then select Browse.
  3. Choose Default-First-Site-Name and then select OK twice.
  4. In the Administration workspace, right-click Boundary Groups and then select Create Boundary Group.
  5. Next to Name, type PS1 Site Assignment and Content Location, select Add, select the Default-First-Site-Name boundary and then select OK.
  6. On the References tab in the Create Boundary Group window, select the Use this boundary group for site assignment checkbox.
  7. Select Add, select the \\SRV1.contoso.com checkbox, and then select OK twice.

Add the state migration point role

  1. In the Administration workspace, expand Site Configuration, select Sites, and then in on the Home ribbon at the top of the console select Add Site System Roles.
  2. In the Add site System Roles Wizard, select Next twice and then on the Specify roles for this server page, select the State migration point checkbox.
  3. Select Next, select the yellow starburst, type C:\MigData for the Storage folder, and select OK.
  4. Select Next, and then verify under Boundary groups that PS1 Site Assignment and Content Location is displayed.
  5. Select Next twice and then select Close.

Enable PXE on the distribution point

Important

Before enabling PXE in Configuration Manager, ensure that any previous installation of WDS does not cause conflicts. Configuration Manager will automatically configure the WDS service to manage PXE requests. To disable a previous installation, if it exists, type the following commands at an elevated Windows PowerShell prompt on SRV1:

WDSUTIL /Set-Server /AnswerClients:None
  1. Determine the MAC address of the internal network adapter on SRV1. Type the following command at an elevated Windows PowerShell prompt on SRV1:

    (Get-NetAdapter "Ethernet").MacAddress
    

    Note

    If the internal network adapter, assigned an IP address of 192.168.0.2, isn't named "Ethernet" then replace the name "Ethernet" in the previous command with the name of this network adapter. You can review the names of network adapters and the IP addresses assigned to them by typing ipconfig.

  2. In the Configuration Manager console, in the Administration workspace, select Distribution Points.

  3. In the display pane, right-click SRV1.CONTOSO.COM and then select Properties.

  4. On the PXE tab, select the following settings:

    • Enable PXE support for clients. Select Yes in the popup that appears.

    • Allow this distribution point to respond to incoming PXE requests

    • Enable unknown computer support. Select OK in the popup that appears.

    • Require a password when computers use PXE

    • Password and Confirm password: pass@word1

    • Respond to PXE requests on specific network interfaces: Select the yellow starburst and then enter the MAC address determined in the first step of this procedure.

      See the following example: Config Mgr PXE.

  5. Select OK.

  6. Wait for a minute, then type the following command at an elevated Windows PowerShell prompt on SRV1, and verify that the files displayed are present:

    cmd /c dir /b C:\RemoteInstall\SMSBoot\x64
    
    abortpxe.com
    bootmgfw.efi
    bootmgr.exe
    pxeboot.com
    pxeboot.n12
    wdsmgfw.efi
    wdsnbp.com
    

    Note

    If these files aren't present in the C:\RemoteInstall directory, verify that the REMINST share is configured as C:\RemoteInstall. You can view the properties of this share by typing net share REMINST at a command prompt. If the share path is set to a different value, then replace C:\RemoteInstall with your REMINST share path.

    You can also type the following command at an elevated Windows PowerShell prompt to open the CMTrace. In the tool, select File, select Open, and then open the distmgr.log file. If errors are present, they will be highlighted in red:

    Invoke-Item 'C:\Program Files\Microsoft Configuration Manager\tools\cmtrace.exe'
    

    The log file is updated continuously while Configuration Manager is running. Wait for Configuration Manager to repair any issues that are present, and periodically recheck that the files are present in the REMINST share location. Close CMTrace when done. You'll see the following line in distmgr.log that indicates the REMINST share is being populated with necessary files:

    Running: WDSUTIL.exe /Initialize-Server /REMINST:"C:\RemoteInstall"

    Once the files are present in the REMINST share location, you can close the CMTrace tool.

Create a branding image file

  1. If you have a bitmap (.BMP) image for suitable use as a branding image, copy it to the C:\Sources\OSD\Branding folder on SRV1. Otherwise, use the following step to copy a branding image.

  2. Type the following command at an elevated Windows PowerShell prompt:

    Copy-Item -Path "C:\ProgramData\Microsoft\User Account Pictures\user.bmp" -Destination "C:\Sources\OSD\Branding\contoso.bmp"
    

    Note

    You can open C:\Sources\OSD\Branding\contoso.bmp in Microsoft Paint to customize this image.

Create a boot image for Configuration Manager

  1. In the Configuration Manager console, in the Software Library workspace, expand Operating Systems, right-click Boot Images, and then select Create Boot Image using MDT.

  2. On the Package Source page, under Package source folder to be created (UNC Path):, type \\SRV1\Sources$\OSD\Boot\Zero Touch WinPE x64, and then select Next.

    • The Zero Touch WinPE x64 folder doesn't yet exist. The folder will be created later.
  3. On the General Settings page, type Zero Touch WinPE x64 next to Name, and select Next.

  4. On the Options page, under Platform choose x64, and select Next.

  5. On the Components page, in addition to the default selection of Microsoft Data Access Components (MDAC/ADO) support, select the Microsoft Diagnostics and Recovery Toolkit (DaRT) checkbox, and select Next.

  6. On the Customization page, select the Use a custom background bitmap file checkbox, and under UNC path, type or browse to \\SRV1\Sources$\OSD\Branding\contoso.bmp, and then select Next twice. It will take a few minutes to generate the boot image.

  7. Select Finish.

  8. In the console display pane, right-click the Zero Touch WinPE x64 boot image, and then select Distribute Content.

  9. In the Distribute Content Wizard, select Next, select Add and select Distribution Point, select the SRV1.CONTOSO.COM checkbox, select OK, select Next twice, and then select Close.

  10. Use the CMTrace application to view the distmgr.log file again and verify that the boot image has been distributed. To open CMTrace, type the following command at an elevated Windows PowerShell prompt on SRV1:

    Invoke-Item 'C:\Program Files\Microsoft Configuration Manager\tools\cmtrace.exe'
    

    In the trace tool, select Tools on the menu and choose Find. Search for "STATMSG: ID=2301". For example:

    STATMSG: ID=2301 SEV=I LEV=M SOURCE="SMS Server" COMP="SMS_DISTRIBUTION_MANAGER" SYS=SRV1.CONTOSO.COM SITE=PS1 PID=924 TID=1424 GMTDATE=Tue Oct 09 22:36:30.986 2018 ISTR0="Zero Touch WinPE x64" ISTR1="PS10000A" ISTR2="" ISTR3="" ISTR4="" ISTR5="" ISTR6="" ISTR7="" ISTR8="" ISTR9="" NUMATTRS=1 AID0=400 AVAL0="PS10000A"    SMS_DISTRIBUTION_MANAGER    10/9/2018 3:36:30 PM    1424 (0x0590)
    
  11. You can also review status by clicking the Zero Touch WinPE x64 image, and then clicking Content Status under Related Objects in the bottom right-hand corner of the console, or by entering \Monitoring\Overview\Distribution Status\Content Status on the location bar in the console. Double-click Zero Touch WinPE x64 under Content Status in the console tree and verify that a status of Successfully distributed content is displayed on the Success tab.

  12. Next, in the Software Library workspace, double-click Zero Touch WinPE x64 and then select the Data Source tab.

  13. Select the Deploy this boot image from the PXE-enabled distribution point checkbox, and select OK.

  14. Review the distmgr.log file again for "STATMSG: ID=2301" and verify that there are three folders under C:\RemoteInstall\SMSImages with boot images. See the following example:

    cmd /c dir /s /b C:\RemoteInstall\SMSImages
    
    C:\RemoteInstall\SMSImages\PS100004
    C:\RemoteInstall\SMSImages\PS100005
    C:\RemoteInstall\SMSImages\PS100006
    C:\RemoteInstall\SMSImages\PS100004\boot.PS100004.wim
    C:\RemoteInstall\SMSImages\PS100005\boot.PS100005.wim
    C:\RemoteInstall\SMSImages\PS100006\WinPE.PS100006.wim
    

    Note

    The first two images (*.wim files) are default boot images. The third is the new boot image with DaRT.

Create a Windows 10 reference image

If you've already completed steps in Deploy Windows 10 in a test lab using Microsoft Deployment Toolkit then you've already created a Windows 10 reference image. In this case, skip to the next procedure in this guide: Add a Windows 10 OS image. If you've not yet created a Windows 10 reference image, complete the steps in this section.

  1. In Step by step guide: Deploy Windows 10 in a test lab the Windows 10 Enterprise .iso file was saved to the c:\VHD directory as c:\VHD\w10-enterprise.iso. The first step in creating a deployment share is to mount this file on SRV1. To mount the Windows 10 Enterprise DVD on SRV1, open an elevated Windows PowerShell prompt on the Hyper-V host computer and type the following command:

    Set-VMDvdDrive -VMName SRV1 -Path c:\VHD\w10-enterprise.iso
    
  2. Verify that the Windows Enterprise installation DVD is mounted on SRV1 as drive letter D.

  3. The Windows 10 Enterprise installation files will be used to create a deployment share on SRV1 using the MDT deployment workbench. To open the deployment workbench, select Start, type deployment, and then select Deployment Workbench.

  4. In the Deployment Workbench console, right-click Deployment Shares and select New Deployment Share.

  5. Use the following settings for the New Deployment Share Wizard:

    • Deployment share path: C:\MDTBuildLab
    • Share name: MDTBuildLab$
    • Deployment share description: MDT build lab
    • Options: Select Next to accept the default
    • Summary: Select Next
    • Progress: settings will be applied
    • Confirmation: Select Finish
  6. Expand the Deployment Shares node, and then expand MDT build lab.

  7. Right-click the Operating Systems node, and then select New Folder. Name the new folder Windows 10. Complete the wizard using default values and select Finish.

  8. Right-click the Windows 10 folder created in the previous step, and then select Import Operating System.

  9. Use the following settings for the Import Operating System Wizard:

    • OS Type: Full set of source files
    • Source: D:\
    • Destination: W10Ent_x64
    • Summary: Select Next
    • Confirmation: Select Finish
  10. For purposes of this test lab, we won't add applications, such as Microsoft Office, to the deployment share. For more information about adding applications, see Add applications.

  11. The next step is to create a task sequence to reference the OS that was imported. To create a task sequence, right-click the Task Sequences node under MDT Build Lab and then select New Task Sequence. Use the following settings for the New Task Sequence Wizard:

    • Task sequence ID: REFW10X64-001
    • Task sequence name: Windows 10 Enterprise x64 Default Image
    • Task sequence comments: Reference Build
    • Template: Standard Client Task Sequence
    • Select OS: Select Windows 10 Enterprise Evaluation in W10Ent_x64 install.wim
    • Specify Product Key: Do not specify a product key at this time
    • Full Name: Contoso
    • Organization: Contoso
    • Internet Explorer home page: http://www.contoso.com
    • Admin Password: Do not specify an Administrator password at this time
    • Summary: Select Next
    • Confirmation: Select Finish
  12. Edit the task sequence to add the Microsoft NET Framework 3.5, which is required by many applications. To edit the task sequence, double-click Windows 10 Enterprise x64 Default Image that was created in the previous step.

  13. Select the Task Sequence tab. Under State Restore, select Tattoo to highlight it, then select Add and choose New Group. A new group will be added under Tattoo.

  14. On the Properties tab of the group that was created in the previous step, change the Name from New Group to Custom Tasks (Pre-Windows Update) and then select Apply. To see the name change, select Tattoo, then select the new group again.

  15. Select the Custom Tasks (Pre-Windows Update) group again, select Add, point to Roles, and then select Install Roles and Features.

  16. Under Select the roles and features that should be installed, select .NET Framework 3.5 (includes .NET 2.0 and 3.0) and then select Apply.

  17. Enable Windows Update in the task sequence by clicking the Windows Update (Post-Application Installation) step, clicking the Options tab, and clearing the Disable this step checkbox.

    Note

    Since we aren't installing applications in this test lab, there's no need to enable the Windows Update Pre-Application Installation step. However, you should enable this step if you're also installing applications.

  18. Select OK to complete editing the task sequence.

  19. The next step is to configure the MDT deployment share rules. To configure rules in the Deployment Workbench, right-click MDT build lab (C:\MDTBuildLab) and select Properties, and then select the Rules tab.

  20. Replace the default rules with the following text:

    [Settings]
    Priority=Default
    
    [Default]
    _SMSTSORGNAME=Contoso
    UserDataLocation=NONE
    DoCapture=YES
    OSInstall=Y
    AdminPassword=pass@word1
    TimeZoneName=Pacific Standard TimeZoneName
    OSDComputername=#Left("PC-%SerialNumber%",7)#
    JoinWorkgroup=WORKGROUP
    HideShell=YES
    FinishAction=SHUTDOWN
    DoNotCreateExtraPartition=YES
    ApplyGPOPack=NO
    SkipAdminPassword=YES
    SkipProductKey=YES
    SkipComputerName=YES
    SkipDomainMembership=YES
    SkipUserData=YES
    SkipLocaleSelection=YES
    SkipTaskSequence=NO
    SkipTimeZone=YES
    SkipApplications=YES
    SkipBitLocker=YES
    SkipSummary=YES
    SkipRoles=YES
    SkipCapture=NO
    SkipFinalSummary=NO
    
  21. Select Apply and then select Edit Bootstrap.ini. Replace the contents of the Bootstrap.ini file with the following text, and save the file:

    [Settings]
    Priority=Default
    
    [Default]
    DeployRoot=\\SRV1\MDTBuildLab$
    UserDomain=CONTOSO
    UserID=MDT_BA
    UserPassword=pass@word1
    SkipBDDWelcome=YES
    
  22. Select OK to complete the configuration of the deployment share.

  23. Right-click MDT build lab (C:\MDTBuildLab) and then select Update Deployment Share.

  24. Accept all default values in the Update Deployment Share Wizard by clicking Next. The update process will take 5 to 10 minutes. When it has completed, select Finish.

  25. Copy c:\MDTBuildLab\Boot\LiteTouchPE_x86.iso on SRV1 to the c:\VHD directory on the Hyper-V host computer. In MDT, the x86 boot image can deploy both x86 and x64 operating systems, except on computers based on Unified Extensible Firmware Interface (UEFI).

    Tip

    To copy the file, right-click the LiteTouchPE_x86.iso file, and select Copy on SRV1. Then open the c:\VHD folder on the Hyper-V host, right-click inside the folder, and select Paste.

  26. Open a Windows PowerShell prompt on the Hyper-V host computer and type the following commands:

    New-VM -Name REFW10X64-001 -SwitchName poc-internal -NewVHDPath "c:\VHD\REFW10X64-001.vhdx" -NewVHDSizeBytes 60GB
    Set-VMMemory -VMName REFW10X64-001 -DynamicMemoryEnabled $true -MinimumBytes 1024MB -MaximumBytes 1024MB -Buffer 20
    Set-VMDvdDrive -VMName REFW10X64-001 -Path c:\VHD\LiteTouchPE_x86.iso
    Start-VM REFW10X64-001
    vmconnect localhost REFW10X64-001
    
  27. In the Windows Deployment Wizard, select Windows 10 Enterprise x64 Default Image, and then select Next.

  28. Accept the default values on the Capture Image page, and select Next. OS installation will complete after 5 to 10 minutes and then the VM will reboot automatically. Allow the system to boot normally, don't press a key. The process is fully automated.

    Other system restarts will occur to complete updating and preparing the OS. Setup will complete the following procedures:

    • Install the Windows 10 Enterprise OS.
    • Install added applications, roles, and features.
    • Update the OS using Windows Update (or WSUS if optionally specified).
    • Stage Windows PE on the local disk.
    • Run System Preparation (Sysprep) and reboot into Windows PE.
    • Capture the installation to a Windows Imaging (WIM) file.
    • Turn off the virtual machine.

    This step requires from 30 minutes to 2 hours, depending on the speed of the Hyper-V host and your network's download speed. After some time, you'll have a Windows 10 Enterprise x64 image that is fully patched and has run through Sysprep. The image is located in the C:\MDTBuildLab\Captures folder on SRV1. The file name is REFW10X64-001.wim.

Add a Windows 10 OS image

  1. Type the following commands at an elevated Windows PowerShell prompt on SRV1:

    New-Item -ItemType Directory -Path "C:\Sources\OSD\OS\Windows 10 Enterprise x64"
    cmd /c copy /z "C:\MDTBuildLab\Captures\REFW10X64-001.wim" "C:\Sources\OSD\OS\Windows 10 Enterprise x64"
    
  2. In the Configuration Manager console, in the Software Library workspace, expand Operating Systems, right-click Operating System Images, and then select Add Operating System Image.

  3. On the Data Source page, under Path:, type or browse to \\SRV1\Sources$\OSD\OS\Windows 10 Enterprise x64\REFW10X64-001.wim, and select Next.

  4. On the General page, next to Name:, type Windows 10 Enterprise x64, select Next twice, and then select Close.

  5. Distribute the OS image to the SRV1 distribution point by right-clicking the Windows 10 Enterprise x64 OS image and then clicking Distribute Content.

  6. In the Distribute Content Wizard, select Next, select Add, select Distribution Point, add the SRV1.CONTOSO.COM distribution point, select OK, select Next twice and then select Close.

  7. Enter \Monitoring\Overview\Distribution Status\Content Status on the location bar. (Make sure there's no space at the end of the location or you'll get an error.) Select Windows 10 Enterprise x64 and monitor the status of content distribution until it's successful and no longer in progress. Refresh the view with the F5 key or by right-clicking Windows 10 Enterprise x64 and clicking Refresh. Processing of the image on the site server can take several minutes.

    Note

    If content distribution isn't successful, verify that sufficient disk space is available.

Create a task sequence

Tip

Complete this section slowly. There are a large number of similar settings from which to choose.

  1. In the Configuration Manager console, in the Software Library workspace expand Operating Systems, right-click Task Sequences, and then select Create MDT Task Sequence.

  2. On the Choose Template page, select the Client Task Sequence template and select Next.

  3. On the General page, type Windows 10 Enterprise x64 under Task sequence name: and then select Next.

  4. On the Details page, enter the following settings:

    • Join a domain: contoso.com
    • Account: Select Set
      • User name: contoso\CM_JD
      • Password: pass@word1
      • Confirm password: pass@word1
      • Select OK
    • Windows Settings
      • User name: Contoso
      • Organization name: Contoso
      • Product key: <blank>
    • Administrator Account: Enable the account and specify the local administrator password
      • Password: pass@word1
      • Confirm password: pass@word1
    • Select Next
  5. On the Capture Settings page, accept the default settings and select Next.

  6. On the Boot Image page, browse and select the Zero Touch WinPE x64 boot image package, select OK, and then select Next.

  7. On the MDT Package page, select Create a new Microsoft Deployment Toolkit Files package, under Package source folder to be created (UNC Path):, type \\SRV1\Sources$\OSD\MDT\MDT (MDT is repeated here, not a typo), and then select Next.

  8. On the MDT Details page, next to Name: type MDT and then select Next.

  9. On the OS Image page, browse and select the Windows 10 Enterprise x64 package, select OK, and then select Next.

  10. On the Deployment Method page, accept the default settings for Zero Touch Installation and select Next.

  11. On the Client Package page, browse and select the Microsoft Corporation Configuration Manager Client package, select OK, and then select Next.

  12. On the USMT Package page, browse and select the Microsoft Corporation User State Migration Tool for Windows 10.0.14393.0 package, select OK, and then select Next.

  13. On the Settings Package page, select Create a new settings package, and under Package source folder to be created (UNC Path):, type \\SRV1\Sources$\OSD\Settings\Windows 10 x64 Settings, and then select Next.

  14. On the Settings Details page, next to Name:, type Windows 10 x64 Settings, and select Next.

  15. On the Sysprep Package page, select Next twice.

  16. On the Confirmation page, select Finish.

Edit the task sequence

  1. In the Configuration Manager console, in the Software Library workspace, select Task Sequences, right-click Windows 10 Enterprise x64, and then select Edit.

  2. Scroll down to the Install group and select the Set Variable for Drive Letter action.

  3. Change the Value under OSDPreserveDriveLetter from False to True, and then select Apply.

  4. In the State Restore group, select the Set Status 5 action, select Add in the upper left corner, point to User State, and select Request State Store. This action adds a new step immediately after Set Status 5.

  5. Configure this Request State Store step with the following settings:

    • Request state storage location to: Restore state from another computer
    • Select the If computer account fails to connect to state store, use the Network Access account checkbox.
    • Options tab: Select the Continue on error checkbox.
    • Add Condition: Task Sequence Variable:
      • Variable: USMTLOCAL
      • Condition: not equals
      • Value: True
      • Select OK
    • Select Apply
  6. In the State Restore group, select Restore User State, select Add, point to User State, and select Release State Store.

  7. Configure this Release State Store step with the following settings:

    • Options tab: Select the Continue on error checkbox.
    • Add Condition: Task Sequence Variable:
      • Variable: USMTLOCAL
      • Condition: not equals
      • Value: True
      • Select OK
    • Select OK

Finalize the OS configuration

Note

If you completed all procedures in Deploy Windows 10 in a test lab using Microsoft Deployment Toolkit then the MDT deployment share is already present on SRV1. In this case, skip the first four steps below and begin with step 5 to edit CustomSettings.ini.

  1. In the MDT deployment workbench on SRV1, right-click Deployment Shares and then select New Deployment Share.

  2. Use the following settings for the New Deployment Share Wizard:

    • Deployment share path: C:\MDTProduction
    • Share name: MDTProduction$
    • Deployment share description: MDT Production
    • Options: Select Next to accept the default
    • Summary: Select Next
    • Progress: settings will be applied
    • Confirmation: Select Finish
  3. Right-click the MDT Production deployment share, and select Properties.

  4. Select the Monitoring tab, select the Enable monitoring for this deployment share checkbox, and then select OK.

  5. Type the following command at an elevated Windows PowerShell prompt on SRV1:

    notepad "C:\Sources\OSD\Settings\Windows 10 x64 Settings\CustomSettings.ini"
    
  6. Replace the contents of the file with the following text, and then save the file:

    [Settings]
    Priority=Default
    Properties=OSDMigrateConfigFiles,OSDMigrateMode
    
    [Default]
    DoCapture=NO
    ComputerBackupLocation=NONE
    OSDMigrateMode=Advanced
    OSDMigrateAdditionalCaptureOptions=/ue:*\* /ui:CONTOSO\*
    OSDMigrateConfigFiles=Miguser.xml,Migapp.xml
    SLSHARE=\\SRV1\Logs$
    EventService=http://SRV1:9800
    ApplyGPOPack=NO
    

    Note

    To migrate accounts other than those in the Contoso domain, then change the OSDMigrateAdditionalCaptureOptions option. For example, the following option will capture settings from all user accounts:

    OSDMigrateAdditionalCaptureOptions=/all
    
  7. Return to the Configuration Manager console, and in the Software Library workspace, expand Application Management, select Packages, right-click Windows 10 x64 Settings, and then select Update Distribution Points. Select OK in the popup that appears.

  8. In the Software Library workspace, expand Operating Systems, select Task Sequences, right-click Windows 10 Enterprise x64, and then select Distribute Content.

  9. In the Distribute Content Wizard, select Next twice, select Add, select Distribution Point, select the SRV1.CONTOSO.COM distribution point, select OK, select Next twice and then select Close.

  10. Enter \Monitoring\Overview\Distribution Status\Content Status\Windows 10 Enterprise x64 on the location bar, double-click Windows 10 Enterprise x64, and monitor the status of content distribution until it's successful and no longer in progress. Refresh the view with the F5 key or by right-clicking Windows 10 Enterprise x64 and clicking Refresh.

Create a deployment for the task sequence

  1. In the Software Library workspace, expand Operating Systems, select Task Sequences, right-click Windows 10 Enterprise x64, and then select Deploy.

  2. On the General page, next to Collection, select Browse, select the All Unknown Computers collection, select OK, and then select Next.

  3. On the Deployment Settings page, use the following settings:

    • Purpose: Available
    • Make available to the following: Only media and PXE
    • Select Next.
  4. Select Next five times to accept defaults on the Scheduling, User Experience, Alerts, and Distribution Points pages.

  5. Select Close.

Deploy Windows 10 using PXE and Configuration Manager

In this first deployment scenario, you'll deploy Windows 10 using PXE. This scenario creates a new computer that doesn't have any migrated users or settings.

  1. Type the following commands at an elevated Windows PowerShell prompt on the Hyper-V host:

    New-VM -Name "PC4" -NewVHDPath "c:\vhd\pc4.vhdx" -NewVHDSizeBytes 40GB -SwitchName poc-internal -BootDevice NetworkAdapter -Generation 2
    Set-VMMemory -VMName "PC4" -DynamicMemoryEnabled $true -MinimumBytes 512MB -MaximumBytes 2048MB -Buffer 20
    Start-VM PC4
    vmconnect localhost PC4
    
  2. Press ENTER when prompted to start the network boot service.

  3. In the Task Sequence Wizard, provide the password: pass@word1, and then select Next.

  4. Before you select Next in the Task Sequence Wizard, press the F8 key. A command prompt will open.

  5. At the command prompt, type explorer.exe and review the Windows PE file structure.

  6. The smsts.log file is critical for troubleshooting any installation problems that might be encountered. Depending on the deployment phase, the smsts.log file is created in different locations:

    • X:\Windows\temp\SMSTSLog\smsts.log before disks are formatted.

    • X:\smstslog\smsts.log after disks are formatted.

    • C:\_SMSTaskSequence\Logs\Smstslog\smsts.log before the Configuration Manager client is installed.

    • C:\Windows\ccm\logs\Smstslog\smsts.log after the Configuration Manager client is installed.

    • C:\Windows\ccm\logs\smsts.log when the task sequence is complete.

      Note: If a reboot is pending on the client, the reboot will be blocked as long as the command window is open.

  7. In the explorer window, select Tools and then select Map Network Drive.

  8. Don't map a network drive at this time. If you need to save the smsts.log file, you can use this method to save the file to a location on SRV1.

  9. Close the Map Network Drive window, the Explorer window, and the command prompt.

  10. The Windows 10 Enterprise x64 task sequence is selected in the Task Sequence Wizard. Select Next to continue with the deployment.

  11. The task sequence will require several minutes to complete. You can monitor progress of the task sequence using the MDT Deployment Workbench under Deployment Shares > MDTProduction > Monitoring. The task sequence will:

    • Install Windows 10
    • Install the Configuration Manager client and hotfix
    • Join the computer to the contoso.com domain
    • Install any applications that were specified in the reference image
  12. When Windows 10 installation has completed, sign in to PC4 using the contoso\administrator account.

  13. Right-click Start, select Run, type control appwiz.cpl, press ENTER, select Turn Windows features on or off, and verify that .NET Framework 3.5 (includes .NET 2.0 and 3.0) is installed. This feature is included in the reference image.

  14. Shut down the PC4 VM.

Note

The following two procedures 1) Replace a client with Windows 10 and 2) Refresh a client with Windows 10 have been exchanged in their order in this guide compared to the previous version. This is to avoid having to restore Hyper-V checkpoints to have access to PC1 before the OS is upgraded. If this is your first time going through this guide, you won't notice any change, but if you have tried the guide previously then this change should make it simpler to complete.

Replace a client with Windows 10 using Configuration Manager

Note

Before you start this section, you can delete computer objects from Active Directory that were created as part of previous deployment procedures. Use the Active Directory Users and Computers console on DC1 to remove stale entries under contoso.com\Computers, but do not delete the computer account (hostname) for PC1. There should be at least two computer accounts present in the contoso.com\Computers container: one for SRV1, and one for the hostname of PC1. It's not required to delete the stale entries, this action is only done to remove clutter.

contoso.com\Computers.

In the replace procedure, PC1 won't be migrated to a new OS. It's simplest to perform this procedure before performing the refresh procedure. After you refresh PC1, the OS will be new. The next (replace) procedure doesn't install a new OS on PC1 but rather performs a side-by-side migration of PC1 and another computer (PC4), to copy users and settings from PC1 to the new computer.

Create a replace task sequence

  1. On SRV1, in the Configuration Manager console, in the Software Library workspace, expand Operating Systems, right-click Task Sequences, and then select Create MDT Task Sequence.

  2. On the Choose Template page, select Client Replace Task Sequence and select Next.

  3. On the General page, type the following information:

    • Task sequence name: Replace Task Sequence
    • Task sequence comments: USMT backup only
  4. Select Next, and on the Boot Image page, browse and select the Zero Touch WinPE x64 boot image package. Select OK and then select Next to continue.

  5. On the MDT Package page, browse and select the MDT package. Select OK and then select Next to continue.

  6. On the USMT Package page, browse and select the Microsoft Corporation User State Migration Tool for Windows package. Select OK and then select Next to continue.

  7. On the Settings Package page, browse and select the Windows 10 x64 Settings package. Select OK and then select Next to continue.

  8. On the Summary page, review the details and then select Next.

  9. On the Confirmation page, select Finish.

Note

If an error is displayed at this stage, it can be caused by a corrupt MDT integration. To repair it, close the Configuration Manager console, remove MDT integration, and then restore MDT integration.

Deploy PC4

Create a VM named PC4 to receive the applications and settings from PC1. This VM represents a new computer that will replace PC1. To create this VM, type the following commands at an elevated Windows PowerShell prompt on the Hyper-V host:

New-VM -Name "PC4" -NewVHDPath "c:\vhd\pc4.vhdx" -NewVHDSizeBytes 60GB -SwitchName poc-internal -BootDevice NetworkAdapter -Generation 2
Set-VMMemory -VMName "PC4" -DynamicMemoryEnabled $true -MinimumBytes 1024MB -MaximumBytes 2048MB -Buffer 20
Set-VMNetworkAdapter -VMName PC4 -StaticMacAddress 00-15-5D-83-26-FF

Note

Hyper-V lets you define a static MAC address on PC4. In a real-world scenario, you must determine the MAC address of the new computer.

Install the Configuration Manager client on PC1

  1. Verify that the PC1 VM is running and in its original state, which was saved as a checkpoint and then restored in Deploy Windows 10 in a test lab using Microsoft Deployment Toolkit.

  2. If you haven't already saved a checkpoint for PC1, then do it now. Type the following commands at an elevated Windows PowerShell prompt on the Hyper-V host:

    Checkpoint-VM -Name PC1 -SnapshotName BeginState
    
  3. On SRV1, in the Configuration Manager console, in the Administration workspace, expand Hierarchy Configuration and select on Discovery Methods.

  4. Double-click Active Directory System Discovery and on the General tab select the Enable Active Directory System Discovery checkbox.

  5. Select the yellow starburst, select Browse, select contoso\Computers, and then select OK three times.

  6. When a popup dialog box asks if you want to run full discovery, select Yes.

  7. In the Assets and Compliance workspace, select Devices and verify that the computer account names for SRV1 and PC1 are displayed. See the following example (GREGLIN-PC1 is the computer account name of PC1 in this example):

    Tip

    If you don't see the computer account for PC1, select Refresh in the upper right corner of the console.

    The Client column indicates that the Configuration Manager client isn't currently installed. This procedure will be carried out next.

  8. Sign in to PC1 using the contoso\administrator account and type the following command at an elevated command prompt to remove any pre-existing client configuration, if it exists.

    Note

    This command requires an elevated command prompt, not an elevated Windows PowerShell prompt.

    sc stop ccmsetup
    "\\SRV1\c$\Program Files\Microsoft Configuration Manager\Client\CCMSetup.exe" /Uninstall
    

    Note

    If PC1 still has Configuration Manager registry settings that were applied by Group Policy, startup scripts, or other policies in its previous domain, these might not all be removed by CCMSetup /Uninstall and can cause problems with installation or registration of the client in its new environment. It might be necessary to manually remove these settings if they are present. For more information, see Manual removal of the Configuration Manager client.

  9. On PC1, temporarily stop Windows Update from queuing items for download and clear all BITS jobs from the queue. From an elevated command prompt, type:

    net stop wuauserv
    net stop BITS
    

    Verify that both services were stopped successfully, then type the following command at an elevated command prompt:

    del "%ALLUSERSPROFILE%\Application Data\Microsoft\Network\Downloader\qmgr*.dat"
    net start BITS
    bitsadmin /list /allusers
    

    Verify that BITSAdmin displays zero jobs.

  10. To install the Configuration Manager client as a standalone process, type the following command at an elevated command prompt:

    "\\SRV1\c$\Program Files\Microsoft Configuration Manager\Client\CCMSetup.exe" /mp:SRV1.contoso.com /logon SMSSITECODE=PS1
    
  11. On PC1, using file explorer, open the C:\Windows\ccmsetup directory. During client installation, files will be downloaded here.

  12. Installation progress will be captured in the file: c:\windows\ccmsetup\logs\ccmsetup.log. You can periodically open this file in notepad, or you can type the following command at an elevated Windows PowerShell prompt to monitor installation progress:

    Get-Content -Path c:\windows\ccmsetup\logs\ccmsetup.log -Wait
    

    Installation might require several minutes, and display of the log file will appear to hang while some applications are installed. This behavior is normal. When setup is complete, verify that CcmSetup is existing with return code 0 is displayed on the last line of the ccmsetup.log file. Then press CTRL-C to break out of the Get-Content operation. If you're viewing the log file in Windows PowerShell, the last line will be wrapped. A return code of 0 indicates that installation was successful and you should now see a directory created at C:\Windows\CCM that contains files used in registration of the client with its site.

  13. On PC1, open the Configuration Manager control panel applet by typing the following command from a command prompt:

    control smscfgrc
    
  14. Select the Site tab, select Configure Settings, and select Find Site. The client will report that it has found the PS1 site. See the following example:

    site.

    If the client isn't able to find the PS1 site, review any error messages that are displayed in C:\Windows\CCM\Logs\ClientIDManagerStartup.log and LocationServices.log. A common reason the client can't locate the site code is because a previous configuration exists. For example, if a previous site code is configured at HKLM\SOFTWARE\Microsoft\SMS\Mobile Client\GPRequestedSiteAssignmentCode, delete or update this entry.

  15. On SRV1, in the Assets and Compliance workspace, select Device Collections and then double-click All Desktop and Server Clients. This node will be added under Devices.

  16. Select All Desktop and Server Clients and verify that the computer account for PC1 is displayed here with Yes and Active in the Client and Client Activity columns, respectively. You might have to refresh the view and wait few minutes for the client to appear here. See the following example:

    client.

    Note

    It might take several minutes for the client to fully register with the site and complete a client check. When it's complete you will see a green check mark over the client icon as shown above. To refresh the client, select it and then press F5 or right-click the client and select Refresh.

Create a device collection and deployment

  1. On SRV1, in the Configuration Manager console, in the Asset and Compliance workspace, right-click Device Collections and then select Create Device Collection.

  2. Use the following settings in the Create Device Collection Wizard:

    • General > Name: Install Windows 10 Enterprise x64
    • General > Limiting collection: All Systems
    • Membership Rules > Add Rule: Direct Rule
    • The Create Direct Membership Rule Wizard opens, select Next
    • Search for Resources > Resource class: System Resource
    • Search for Resources > Attribute name: Name
    • Search for Resources > Value: %
    • Select Resources > Value: Select the computername associated with the PC1 VM
    • Select Next twice and then select Close in both windows (Next, Next, Close, then Next, Next, Close)
  3. Double-click the Install Windows 10 Enterprise x64 device collection and verify that the PC1 computer account is displayed.

  4. In the Software Library workspace, expand Operating Systems, select Task Sequences, right-click Windows 10 Enterprise x64 and then select Deploy.

  5. Use the following settings in the Deploy Software wizard:

    • General > Collection: Select Browse and select Install Windows 10 Enterprise x64
    • Deployment Settings > Purpose: Available
    • Deployment Settings > Make available to the following: Configuration Manager clients, media and PXE
    • Scheduling > select Next
    • User Experience > select Next
    • Alerts > select Next
    • Distribution Points > select Next
    • Summary > select Next
    • Verify that the wizard completed successfully and then select Close

Associate PC4 with PC1

  1. On SRV1 in the Configuration Manager console, in the Assets and Compliance workspace, right-click Devices and then select Import Computer Information.

  2. On the Select Source page, choose Import single computer and select Next.

  3. On the Single Computer page, use the following settings:

    • Computer Name: PC4
    • MAC Address: 00:15:5D:83:26:FF
    • Source Computer: <type the hostname of PC1, or select Search twice, select the hostname, and select OK>
  4. Select Next, and on the User Accounts page choose Capture and restore specified user accounts, then select the yellow starburst next to User accounts to migrate.

  5. Select Browse and then under Enter the object name to select type user1 and select OK twice.

  6. Select the yellow starburst again and repeat the previous step to add the contoso\administrator account.

  7. Select Next twice, and on the Choose Target Collection page, choose Add computers to the following collection, select Browse, choose Install Windows 10 Enterprise x64, select OK, select Next twice, and then select Close.

  8. In the Assets and Compliance workspace, select User State Migration and review the computer association in the display pane. The source computer will be the computername of PC1 (GREGLIN-PC1 in this example), the destination computer will be PC4, and the migration type will be side-by-side.

  9. Right-click the association in the display pane and then select Specify User Accounts. You can add or remove user account here. Select OK.

  10. Right-click the association in the display pane and then select View Recovery Information. You'll see that a recovery key has been assigned, but a user state store location hasn't. Select Close.

  11. Select Device Collections and then double-click Install Windows 10 Enterprise x64. Verify that PC4 is displayed in the collection. You might have to update and refresh the collection, or wait a few minutes, but don't proceed until PC4 is available. See the following example:

    collection.

Create a device collection for PC1

  1. On SRV1, in the Configuration Manager console, in the Assets and Compliance workspace, right-click Device Collections and then select Create Device Collection.

  2. Use the following settings in the Create Device Collection Wizard:

    • General > Name: USMT Backup (Replace)
    • General > Limiting collection: All Systems
    • Membership Rules > Add Rule: Direct Rule
    • The Create Direct Membership Rule Wizard opens, select Next
    • Search for Resources > Resource class: System Resource
    • Search for Resources > Attribute name: Name
    • Search for Resources > Value: %
    • Select Resources > Value: Select the computername associated with the PC1 VM (GREGLIN-PC1 in this example).
    • Select Next twice and then select Close in both windows.
  3. Select Device Collections and then double-click USMT Backup (Replace). Verify that the computer name/hostname associated with PC1 is displayed in the collection. Don't proceed until this name is displayed.

Create a new deployment

In the Configuration Manager console, in the Software Library workspace, under Operating Systems, select Task Sequences, right-click Replace Task Sequence, select Deploy, and use the following settings:

  • General > Collection: USMT Backup (Replace)
  • Deployment Settings > Purpose: Available
  • Deployment Settings > Make available to the following: Only Configuration Manager Clients
  • Scheduling: Select Next
  • User Experience: Select Next
  • Alerts: Select Next
  • Distribution Points: Select Next
  • Select Next and then select Close.

Verify the backup

  1. On PC1, open the Configuration Manager control panel applet by typing the following command in a command prompt:

    control smscfgrc
    
  2. On the Actions tab, select Machine Policy Retrieval & Evaluation Cycle, select Run Now, select OK, and then select OK again. This method is one that you can use to run a task sequence in addition to the Client Notification method that will be demonstrated in the computer refresh procedure.

  3. Type the following command at an elevated command prompt to open the Software Center:

    C:\Windows\CCM\SCClient.exe
    
  4. In Software Center, select Available Software, and then select the Replace Task Sequence checkbox. See the following example:

    software.

    Note

    If you don't see any available software, try running step #2 again to start the Machine Policy Retrieval & Evaluation Cycle. You should see an alert that new software is available.

  5. Select INSTALL SELECTED and then select INSTALL OPERATING SYSTEM.

  6. Allow the Replace Task Sequence to complete, then verify that the C:\MigData folder on SRV1 contains the USMT backup.

Deploy the new computer

  1. Start PC4 and press ENTER for a network boot when prompted. To start PC4, type the following commands at an elevated Windows PowerShell prompt on the Hyper-V host:

    Start-VM PC4
    vmconnect localhost PC4
    
  2. In the Welcome to the Task Sequence Wizard, enter pass@word1 and select Next.

  3. Choose the Windows 10 Enterprise X64 image.

  4. Setup will install the OS using the Windows 10 Enterprise x64 reference image, install the configuration manager client, join PC4 to the domain, and restore users and settings from PC1.

  5. Save checkpoints for all VMs if you wish to review their status at a later date. This action isn't required, as checkpoints do take up space on the Hyper-V host.

    Note

    The next procedure will install a new OS on PC1, and update its status in Configuration Manager and in Active Directory as a Windows 10 device. So you can't return to a previous checkpoint only on the PC1 VM without a conflict. Therefore, if you do create a checkpoint, you should do this action for all VMs.

    To save a checkpoint for all VMs, type the following commands at an elevated Windows PowerShell prompt on the Hyper-V host:

    Checkpoint-VM -Name DC1 -SnapshotName cm-refresh
    Checkpoint-VM -Name SRV1 -SnapshotName cm-refresh
    Checkpoint-VM -Name PC1 -SnapshotName cm-refresh
    

Refresh a client with Windows 10 using Configuration Manager

Initiate the computer refresh

  1. On SRV1, in the Assets and Compliance workspace, select Device Collections and then double-click Install Windows 10 Enterprise x64.

  2. Right-click the computer account for PC1, point to Client Notification, select Download Computer Policy, and select OK in the popup dialog box.

  3. On PC1, in the notification area, select New software is available and then select Open Software Center.

  4. In the Software Center, select Operating Systems, select Windows 10 Enterprise x64, select Install and then select INSTALL OPERATING SYSTEM. See the following example:

    installOS.

    The computer will restart several times during the installation process. Installation includes downloading updates, reinstalling the Configuration Manager Client Agent, and restoring the user state. You can view status of the installation in the Configuration Manager console by accessing the Monitoring workspace, clicking Deployments, and then double-clicking the deployment associated with the Install Windows 10 Enterprise x64 collection. Under Asset Details, right-click the device and then select More Details. Select the Status tab to see a list of tasks that have been performed. See the following example:

    asset.

    You can also monitor progress of the installation by using the MDT deployment workbench and viewing the Monitoring node under Deployment Shares\MDT Production.

    When installation has completed, sign in using the contoso\administrator account or the contoso\user1 account and verify that applications and settings have been successfully backed up and restored to your new Windows 10 Enterprise OS.

    post-refresh.